Filed August 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,575 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,901 | $50,919-74.7% | $155,556-91.7% | $77,762-83.4% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.7pp | 70.6%+25.4pp |
| Annual return | 10.97% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $1,378 | $1,991-30.8% | $4,675-70.5% | $2,728-49.5% |
| Participant deferral / active EE | $2,196 | $2,824-22.3% | $5,631-61.0% | $4,651-52.8% |
| Admin fee / account holder | $139 | $437-68.1% | $15,885-99.1% | $433-67.9% |